VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

417 hedge funds and large institutions have $3.95B invested in Vanguard Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 167 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+63
Holders Change %
+17.8%
% of All Funds
9.47%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.77%
New
85
Increased
167
Reduced
102
Closed
21
Calls
$745K
Puts
$926K
Net Calls
-$181K
Net Calls Change
-$825K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$119M
2
ACM
AlphaStar Capital Management
North Carolina
+$10.8M
3
WA
Waverly Advisors
Alabama
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$10.1M
5
TF
TIAA FSB
Florida
+$8.84M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$62M
2
CCM
Condor Capital Management
New Jersey
-$25.2M
3
AA
Advisory Alpha
Michigan
-$13.2M
4
PFA
Pure Financial Advisors
California
-$13.2M
5
AIA
Allegis Investment Advisors
Idaho
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
401
Asset Dedication LLC
California
$6K – – –
NL
402
NVWM LLC
Pennsylvania
$6K +$6K +53 New
AFNAS
403
American Financial Network Advisory Services
California
$5K -$28.3K -260 -85%
BWA
404
Burt Wealth Advisors
Maryland
$5K – – –
FCMT
405
Founders Capital Management (Texas)
Texas
$5K +$1.36K +12 +38%
VNA
406
Valley National Advisers
Pennsylvania
$4K – – –
TDC
407
Thompson Davis & Co
Virginia
$4K – – –
CFA
408
Carroll Financial Associates
North Carolina
$4K – – –
CHP
409
Cable Hill Partners
Oregon
$4K – – –
CT
410
Clearstead Trust
Maine
$4K – – –
TVWM
411
Tower View Wealth Management
Wisconsin
$4K +$4K +36 New
CB
412
CNB Bank
Pennsylvania
$3K +$3K +25 New
CFD
413
Creative Financial Designs
Indiana
$2K – – –
RFM
414
Royal Fund Management
Florida
$1K -$333 -3 -25%
TIM
415
Tortoise Investment Management
New York
$1K +$400 +4 +67%
SFC
416
SYM Financial Corp
Indiana
$1K +$1K +9 New
CCM
417
Condor Capital Management
New Jersey
– -$25.2M -238,272 Closed
PFA
418
Pure Financial Advisors
California
– -$13.2M -124,611 Closed
AA
419
Advisory Alpha
Michigan
– -$13.2M -124,218 Closed
AA
420
ALPS Advisors
Colorado
– -$8.91M -84,310 Closed
ICOA
421
Investment Centers of America
North Dakota
– -$2.76M -26,020 Closed
NFG
422
Noven Financial Group
Colorado
– -$1.84M -17,438 Closed
CA
423
Cetera Advisors
Colorado
– -$1.71M -16,159 Closed
NPC
424
National Planning Corporation
California
– -$1.22M -11,511 Closed
APP
425
Avantax Planning Partners
Iowa
– -$937K -8,870 Closed
14 15 16
17
18